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TH1
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Miembro desde ‎oct 11, 2019
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MrBean en Agosto 07, 2023
Create a Checklist in Playbooks
Playbooks are a nice feature (Although it's too bad the advanced data capture features are only for paid seats...). One limitation to the current format is the drawn out Q&A format. Cna be large and blocky. (Makes the process feel longer tha Leer más
Responder Idea Playbooks
14 Me gusta
5 Respuestas
TH1
Participante
Abril 18, 2024
This could be so simple!
CRiley en Marzo 30, 2021
Restrict users from viewing certain properties
Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific Leer más
Responder Idea Contacts & Companies Properties
266 Me gusta
51 Respuestas
TH1
Participante
Febrero 15, 2023
@shajones Thanks for the prior update, we are making use of this feature but were also hoping that if a property is not viewable by a certain use...Leer más
kendrakeenan en Enero 06, 2023
Remove free trial button from main menu for accounts with subscriptions
Our account has an enterprise subscription for each Hub product. The free trial "arrow" button should be removed from our main navigation menu.
Responder Idea Account Settings
2 Me gusta
1 Respuestas
TH1
Participante
Enero 18, 2023
Same here, it is quite confusing, is this visible only to superadmin or all users?
sd_elm en Enero 04, 2019
Auto create ticket for chat conversations
Our organization utilizes the auto create ticket for new email messages to help manage trends and reporting. While there are some canned reports for live chats, it is difficult to gleam WHY clients are chatting. To help rectify that, for now I have Leer más
Responder Idea Conversations Tickets
176 Me gusta
60 Respuestas
TH1
Participante
Febrero 09, 2022
@cdewey22 what is the current status of this feature at HubSpot?
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RealtyButler en Febrero 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl Leer más
Responder Conversación Workflows
57 Me gusta
31 Respuestas
TH1
Participante
Marzo 17, 2021
Thanks @PamCotton interestingly it seems it is not consistent across workflow types. Deal Stage is not available in Deal-Based workflows but is in ...Leer más
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RealtyButler en Febrero 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl Leer más
Responder Conversación Workflows
57 Me gusta
31 Respuestas
TH1
Participante
Marzo 17, 2021
Thanks @PamCotton interestingly it seems it is not consistent across workflow types. Deal Stage is not available in Deal-Based workflows but is in ...Leer más
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